What We Do
Every day, we help people preserve their wealth — and way of life. Let’s talk about how we can help you build and enjoy your wealth, reduce unnecessary taxes and enhance your legacy.
Wealth Preservation Planning for You
We combine proven techniques with creative, out-of-the-box thinking to design a Wealth Preservation Plan that is as unique as you are:
Our mission is to help you protect and grow your wealth, so you can enjoy the freedom and confidence that comes from focusing on what matters most.
Grow
Prepare for an intentional future by putting your hard-earned assets to work.
- Retirement income strategies
- Wealth management
- Investments
- Annuities
Preserve
Protect the assets that can help you live the life you’ve always imagined.
- Asset protection strategies
- Life insurance
- Long-term care strategies
- IRA, pension and 401(k) rollovers
- Corporate benefit planning
Give
Provide for the people and causes you care about the most.
- Tax-efficient strategies
- IRA legacy planning
We can also refer you to professionals who provide the following services:
Wills, Trusts, Charitable giving, Estate planning
Insurance products are offered through the insurance business Brolen Davis Integrative Wealth Management. Brolen Davis Integrative Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Brolen Davis Integrative Wealth Management are not subject to Investment Adviser requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Brolen Davis Integrative Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Services for Entrepreneurs
The head of a business faces many different challenges. Our job is to help reduce stress so you can enjoy life’s precious moments, like a joyful Thanksgiving table. We will work to provide solutions to incentivize and retain key personnel while you focus on growing your business for yourself, your family and your employees. Those solutions include:
- Employee benefit plans
- 401(k) offerings
- Executive compensation plans
